Carefull
Account monitoring and scam-alert service that advisors and banks offer to older clients.
getcarefull.comCarefull monitors clients' bank, card and investment accounts for unusual activity, offers a scam-checking tool, dark web and credit monitoring, and a kit for organizing accounts and documents for family. It lets clients share alerts with trusted contacts.
Its consumer plan is listed at $29.99 a month, and many institutions provide it as a benefit, the company says. It raised a $16.5 million Series A in October 2023 and is based in New York.
What it does
- Account monitoring
- Scam alerts
- Dark web monitoring
- Trusted contact sharing
- Account and document organizer
Coverage
No stories on Carefull in our recent coverage yet. Follow it and we’ll email you when one runs.
Others in Client experience
All Client experience vendors- FlourishCash management service for advisors' clients, with FDIC-insured accounts, owned by MassMutual.
- DocupaceBack-office platform for account opening, document management and compensation at wealth firms.
- DocuSignElectronic signature and agreement platform used by many wealth firms.
- PreciseFPClient data-gathering software that builds prefilled intake forms from a text prompt.
- Wealth AccessData-unification and client portal platform for banks and wealth management firms.